Dugan & Lopatka Financial Services, LLC

Dugan & Lopatka Financial Services, LLC. is an independent investment firm whose financial consultants utilize the services and support of the largest independent broker/dealer, LPL Financial*.  Dugan & Lopatka Financial Services, LLC is committed to achieving client satisfaction through the delivery of quality, value-added wealth management services and by listening to our clients. In simplest terms, D&L Financial Services helps our clients articulate and then achieve their financial goals. While usually stated in terms of personal financial accomplishments (reducing debt, achieving financial independence, implementing family or charitable generosity, optimizing investment opportunities, etc.), the fundamental goal is always to enhance the quality of our clients' lives... the satisfaction, peace of mind, even freedom, that clients enjoy as a result of these accomplishments.

Dugan & Lopatka Financial Services grew out of client requests for financial planning and investment advice. Our clients wanted their personal financial planning needs to be integrated and coordinated in one place. To answer that demand, we have assembled a team of specialists with expertise in the areas of retirement planning, education funding, charitable giving, debt management, estate & trusts, financial planning, investments, retirement & elder care planning, and insurance in order to help you achieve your long term goals.

*As reported by Financial Planning magazine, June 1996-2010, based on total revenue.

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DUGAN & LOPATKA FINANCIAL SERVICES IS NOT AN AFFILIATE COMPANY OF LPL FINANCIAL. SECURITIES AND ADVISORY SERVICES OFFERED THROUGH LPL FINANCIAL, A REGISTERED INVESTMENT ADVISOR, MEMBER FINRA/SIPC